Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 798 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,511
shares
|
$184,759
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,502
shares
|
$184,097
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
2,419
shares
|
$177,990
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,404
shares
|
$176,886
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,301
shares
|
$169,307
0.01% of portfolio
|
Q2 2020
Added 15.22%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,263
shares
|
$166,511
0.01% of portfolio
|
Q1 2025
Reduced 40.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,165
shares
|
$159,300
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
2,070
shares
|
$152,310
0.0% of portfolio
|
Q1 2024
Reduced 16.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,030
shares
|
$149,367
0.02% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,956
shares
|
$143,922
0.0% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
1,913
shares
|
$140,758
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,905
shares
|
$140,169
0.02% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,899
shares
|
$139,728
0.02% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,892
shares
|
$139,213
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,878
shares
|
$138,183
0.02% of portfolio
|
Q1 2025
Added 781.69%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,813
shares
|
$133,400
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,634
shares
|
$120,229
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,574
shares
|
$115,814
0.01% of portfolio
|
Q4 2022
Reduced 11.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,572
shares
|
$115,667
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,551
shares
|
$114,122
0.0% of portfolio
|
Q3 2024
Reduced 94.88%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,528
shares
|
$112,430
0.08% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$110,370
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,500
shares
|
$110,370
0.04% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,495
shares
|
$110,002
0.01% of portfolio
|
Q1 2021
Reduced 3.73%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,480
shares
|
$108,898
0.05% of portfolio
|
Q4 2024
Reduced 4.82%
|